A Culture of Outreach and Career Development

Outreach and career development are vital to our mission of “enhancing the financial freedom for clients, employees, and our community.” Our company culture rewards teamwork and continuous improvement.

C5 Georgia

White Horse employees give their time, talent and treasure to an outreach program called C5 Georgia a leadership development program for local disadvantaged middle school and high school students. The mission of C5 is to change the odds for high-potential teens from risk-filled environments, inspiring them to pursue personal success and preparing them for leadership roles in college, work and their communities. Employees participate in projects on-site at C5’s camp and host a Sunday BBQ for students during their time at summer camp. To learn more about this outreach program, visit C5 of Georgia.

Catalytic Coaching

At White Horse, our greatest strength is our people. We recognize we need to constantly raise the bar for our current and future team members. White Horse uses Catalytic Coaching to help and guide our associates’ career development. With help from managers, employees construct customized Development Plans that address current and future career opportunities. Learn more about Catalytic Coaching.

Getting Naked

The team at White Horse can achieve very little without creating and earning trust with clients and with each other. To guide us, we follow the principles of best-selling author Patrick Lencioni’s book, Getting Naked, with prospective clients, current clients, and our co-workers. Author Lencioni suggests that Getting Naked is, “the definitive primer on how to build relationships in business (and in life) that are at once authentic, fruitful, and lasting.” Learn more about this book.

White Horse is a brand under which we offer three distinct lines of business. White Horse Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory services to clients. CoVerity is a brand name under White Horse Advisors, LLC through which we provide investment advice and consulting services to sponsors of qualified retirement plans. WHA Asset Management is a brand name under White Horse Advisors, LLC through which we provide asset management services to individuals and institutions. NAVIXTM is a brand name under which White Horse Consulting, LLC provides exit planning services to owners of closely held businesses. White Horse Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by White Horse.